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CMBFX vs ORTFX
CMBFX vs ORTFX Comparison
Open Charts CMBFX vs ORTFX
CMBFX vs ORTFX Comparison Chart in %
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CMBFX vs. ORTFX commentary
Jun 13, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CMBFX is a Hold and ORTFX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 293M vs. ORTFX (271M). ORTFX pays higher dividends than CMBFX: ORTFX (3.07) vs CMBFX (2.49). CMBFX was incepted earlier than ORTFX: CMBFX (42 years) vs ORTFX (40 years). ORTFX (0.69) is less costly to investors than CMBFX (0.60). ORTFX is a more actively managed with annual turnover of: 64.00 vs. CMBFX (12.00). ORTFX has a lower initial minimum investment than CMBFX: ORTFX (1000) vs CMBFX (2000). ORTFX annual gain was more profitable for investors over the last year : 6.12 vs. CMBFX (5.32). CMBFX return over 5 years is better than : 3.70 vs. ORTFX (2.07).
| CMBFX | ORTFX | CMBFX / ORTFX | |
| Total Expense Ratio | 0.59 | 0.69 | 86% |
| Annual Report Gross Expense Ratio | 0.60 | 0.69 | 87% |
| Fund Existence | 42 years | 40 years | - |
| Gain YTD | 1.039 | 1.194 | 87% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 271M | 108% |
| Annual Yield % from dividends | 2.49 | 3.07 | 81% |
| Returns for 1 year | 5.32 | 6.12 | 87% |
| Returns for 3 years | 9.64 | 8.66 | 111% |
| Returns for 5 years | 3.70 | 2.07 | 179% |
| Returns for 10 years | 14.65 | 12.42 | 118% |
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